Our Difference

We operate with associates throughout the country and maintain licenses in all 50 states, enabling us to respond to your evolving needs. Our boutique service platform, coupled with a sophisticated team of professionals, and independent access to best-in-class markets, ensures you benefit from a competitive, customized insurance program designed to address your specific exposures.

The BridgePoint Difference

Many years of experience serving our sophisticated clientele has enabled us to ensure first-class representation for the most successful people and businesses in America. Our advisors have extensive experience engineering customized solutions and our claims specialists are accustomed to managing complicated losses while generating favorable settlements.

Captive agents are limited to placing your insurance with the only carrier they represent. We are an independent agent which gives us the flexibility to evaluate your exposures and understand your preferences and expectations before matching them with a qualified carrier. After the consultation, we place coverage with premier carriers who offer specialized products and services that respond to a claim while also implementing preventative measures to avoid loss.

As an independent insurance agent, we have aligned ourselves with premier carriers who have built sterling reputations for their financial security, loss prevention services, broad coverages, and fair and equitable claims service.

OUR PROMISE TO YOU

9 Reasons You’ll Love Working with Us

We Build Trusted Relationships

Lifelong clients

We create lifelong relationships with each of our valued clients. Delivering quality service depends on understanding your personal preferences and expectations; our team works hard to respond with service excellence. We take pride in being highly responsive to new inquiries and opportunities.

1

TrustLifelong Clients

We’re Responsive

A Sense of Urgency

Our timely and responsive service provides you with a trusted resource for any insurance question that you may have. Our experienced and local advisors look to educate on specific regional concerns. From homeowners coverage, to flood protection, to owning properties in the name of a trust or LLC, to the insurance implications of local building codes, we are here to guide and assist.

2

We’re ResponsiveSense of Urgency

We’re Flexible

Unique Programs

Our team has the flexibility to create customized insurance programs that meet the needs of a variety of individuals, families, and corporations. When something falls outside our capabilities, we quickly refer to other vetted agents who bring alternative solutions.

3

We’re FlexibleUnique Programs

Stable Carriers Matter

The Best of the Best

As an independent agent, we have access to many nationally recognized and top-rated insurance companies. All of our partner insurance carriers maintain an A rating or above from A.M. Best, providing clients peace of mind knowing their claim will be paid at the time of a loss.

4

Stable Carriers MatterThe Best of the Best

We Consolidate

A Holistic Approach

Our boutique firm is appointed in all 50 states, allowing you to consolidate your insurance programs under one advisor. We can manage your personal insurance, regardless of the number of states you reside in. We can even insure your private business. One trusted advisor, and in many cases, one insurance program and only one bill.

5

We ConsolidateA Holistic Approach

We Provide Customized Solutions

Personalized for You

Our experience and expertise in serving high-net worth families for more than 35-years enables us to address a myriad of diverse situations. Through our listen-first then educate approach, we align your unique risk management needs with the right carrier and insurance products to adequately protect what’s most important to you.

6

SolutionsPersonalized For You

We Properly Protect You

Limit Your Exposures

Whether it’s your home, collection, yacht, business, or anything in between, we have a solution to ensure you are adequately protected at the time of loss. Our advisors will identify your exposures and carefully craft a program that matches your needs and preferred timeline.

7

We Properly Protect YouLimit Your Exposures

We Love to Consult

Proper Coverage

Our consultative approach ensures you have a customized insurance package that thoroughly protects you at the time of a loss. Rest assured, through our customized programs, you will be properly protected and will avoid claims problems commonly caused by standard, boiler plate coverage.

8

We Love to ConsultProper Coverage

We Provide Peace of Mind

Concierge Level Claims Service

Know that all claims will be handled by our specialized concierge team. If a claim situation arises, your BridgePoint claims advisor will be there from start to finish. Our experienced team will provide peace of mind as we work with the assigned carriers to restore property damage, defend during lawsuits, and deliver fair and equitable settlements.